We are seeking a strategic and meticulous Senior Business Analyst with deep experience in financial services, loan origination process and systems, and enterprise system implementations. This role will be instrumental in driving product enhancements, leading the optimization of business processes, and bridging the gap between stakeholders and technology teams.
Principal Duties:ESSENTIAL FUNCTIONS include the following. Other duties may be assigned.
- Partner with stakeholders to gather, analyze, and document business requirements.
- Lead discovery sessions and clearly translate conceptual customer requirements into functional requirements through use of flow charts, work items, and/or other forms of documenting requirements to be used by the implementation teams.
- Conduct gap analyses and recommend scalable solutions aligned with business goals.
- Support UAT planning, execution, and defect triage.
- Lead business analysis for loan origination platforms and related integrations.
- Collaborate with business and technology teams during system implementation phases, including configuration, testing, and deployment.
- Document and validate end-to-end processes for the CRM and loan origination systems.
- Monitor platform performance and identify opportunities for optimization with a customer-centric focus.
- Define project impact, outcome criteria, and metrics to measure project KPIs.
- Coordinate with stakeholders such as Engineers, QA, Trainers to ensure flawless execution, roll out and adoption.
- Ensure compliance with regulatory requirements in lending workflows and system design.
- Work with project managers and QA teams to create test plans and test scripts.
- Work with project managers to follow change control processes to ensure scope and/or budget changes are communicated to and approved by appropriate stakeholders.
- Contribute to the product roadmap and execute backlog of projects/enhancements.
- Deliver engaging, informative, and well-organized presentations.
- Provide mentorship to other Business Analysts by reviewing deliverables, sharing best practices, and fostering professional development to ensure consistency and quality across projects.
Education and ExperienceTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Bachelor's Degree required
- 10+ years of experience as a Business Analyst in financial services, preferably mortgage or lending, with at least 2 years in a lead or senior role.
- Previous experience managing and/or leading others
- Proven ability to write clear user stories, acceptance criteria, and process documentation.
- Strong understanding of MS Dynamics and/or Salesforce CRM Systems.
- Experience with loan origination systems (LOS) such as nCino, Moody's, Encompass, or similar platforms.
- Proven track record in system implementation projects, including requirements gathering, testing, and post-implementation support.
- Pro-active, self-starter with high level of organizational ability and attention to detail. Must be able to multi-task, work successfully under pressure, and effectively manage time and workload.
- Experience with Agile/Scrum methodologies.
- Excellent communication and stakeholder management skills.
While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.
By applying to this position, the candidate acknowledges that this is not a remote role and is required to be on-site.Compensation Range: $120,000 - $160,000/annual
